Maxele Advisors, LLC
Maxele Advisors, LLC (CRD# 165129) is a financial advisory firm headquartered in Webster Groves, MO. They manage $70,400,000 in 425 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management70MILLION
Total Number of Accounts425ACCOUNTS
Average Account Value$165,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Stephen Erken (CRD# 1773459) is an Investment Advisor Representative working at Maxele Advisors, LLC in Webster Groves, MO and has over 30 years of experience in the finance industry. Stephen Erken has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.